WorksheetsSFRP December Knowledge check
Total questions: 10
Worksheet time: 2hrs 1mins
What should a CSR do if Saver calls in to report the employer is deducting
from their check but not sending over any funds to their retirement account? (Select all that apply)
Email Lead Support
Confirm with Saver if its ok to contact employer. (CSR makes outcall attempt)
Use case categories Main: Contribution
Sub: Missing Contributions for tracking
Email field reps to reach out to employer if no resolution with outcall attempt to employer.
If you have trouble with log in or locked out of astro you can:
Email uii-access@rt.acs529.com for access.
Email Lead Support for access.
Email CSAppPermission@ascensus.com for access
Request password reset/forgot password directly from Astro log in page
CSR can disclose the email SFRPOnboarding@ascensus.com to employers with payroll issues.
True
False
A Saver calls in because he over contributed to his Roth IRA for year 2024 how can we assist? (Select all that apply)
Process a WD in the amount he over contributed.
Provide the Excess Removal worksheet (Available online).
Email Recharacterization/excess team alias and offer a call back.
None of the above.
A delegate can call in to reset password for the main contact.
True
False
Employer received an enforcement notice failure to register what is needed for employer to become compliant.
Register Company.
Add eligible employees.
Submit contributions for opt in employees after 30 days.
All of the above.
An Employer has how many days to add new hires?
25 days from hire date.
30 days from hire date.
ER must add employees when hired.
90 days from hired date.
For CALSAVERS a Married saver must get the beneficiary form notarized if only adding spouse.
True
False
Which of the following are needed for Name change of saver account. (Select all that apply)
Signed LOI.
Marriage certificate or legal doc with updated name.
. IRA account maintenance form (Notarized)
IRA account maintenance form.
What is the deadline for 2024 contributions?
December 31st 2024.
December 1st 2024.
January 1st.
April 15 2025.
